Estate Planning

When it comes time for asset distribution, you want the process to be as seamless as possible. At Callison & Advisors, we work with you to prepare a comprehensive asset distribution plan, as well as help you prepare your family and any charities for the eventual transition of your estate. We cover the essentials, like wills and trusts, and also work with you on family dynamics, beneficiary designations, real estate, ownership structures for business, and investment accounts.

Our goal is to help you transition your assets in the most tax efficient, simple way possible to the people and organizations you care about most. We work with your estate-planning attorney to cover legal issues, document preparation, and to identify someone to assist with the transition of your estate. If you do not have an estate-planning attorney, we’re happy to help you find a legal expert we can work with as a team.